Configuring Task Planning

The Task Planning Object consists of one mandatory tab titled Task Planning.

This object

Can be added multiple times within a workflow.
This is an independent and incremental object. Hence, the changes made to one instance will be reflected in all subsequent instances. However, they will not be reflected in the previous instances.
Can be renamed.

Prerequisites and dependencies

If the project is linked to an action/task, any changes will be reflected in interplan and vice-versa.

Task Planning

In order to configure and activate the Custom Fields:

Go to Framework > Choose a workflow > Click on Task Planning Object

The administrator can configure the settings as shown below:

Choose the field by ticking the tickbox against it and use the arrows on top right corner of the object editor in order to change the order of the fields. The fields will appear in this order on the Task Planning object .

In order to change the label names for other custom fields (text fields, date fields and numerical fields), navigate to object framework area.

The below table gives an overview of the fields which can be configured within this section.

Field Name	Default Display Name	Default Help Text	Default Settings
Field Name	Default Display Name	Default Help Text	Field Enable	Field Visible	Field Compulsory	Field Visible in Quick Update	Field Lock
Timeframe Actual	Forecast/Actual:	Show Actual times	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	NEVER MANDATORY - SYSTEM CONSTANT
TimeframeBaseline	Baseline:	Show Baseline times	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	NEVER MANDATORY - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	Configurable When ticked in an instance where a new baseline version is not created during a particular phase, the system will NOT auto create a new version upon phase sign off.
BaselineButton	N/A	Baseline the current	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	NEVER MANDATORY - SYSTEM CONSTANT
Goto Task Planning	Goto Task Planning	Goto Task Planning	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT
Goto Quick Update	Goto Quick Update	Goto Quick Update	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	configurable
Progress Performance Traffic Light	N/A	Progress Performance Traffic Light of Task	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Task ID	ID	ID	ALWAYS DISABLED - SYSTEM CONSTANT	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Task Name	Task Name	Task Name	configurable	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS ENABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Comment	Comment	Comment	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Completion Date	Completion Date	Completion Date	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Start Date	Start Date	Start Date	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
End Date	End Date	End Date	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Predecessors	Predecessors	Predecessors	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Status	Status	Status	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
List Fields (5)	Custom List	Custom List	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Single Line Text Fields (5)	Custom Text Field	Custom Text Field	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Numeric Fields (5)	Custom Numeric Field	Custom Numeric Field	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Data Fields (5)	Custom Tick Box/Date	Custom Tick Box/Date	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Progress Percent	Progress %	Progress Percentage	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Duration	Duration	Duration	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT
Responsible Person	Responsible Person	Responsible Person	configurable	configurable	configurable	ALWAYS DISABLED - SYSTEM CONSTANT	ALWAYS DISABLED - SYSTEM CONSTANT

Last revised: July 26, 2017